Creating Data Maps

50.1 Time: Lecture: <n – n> minutes; Labs: <n – n> minutes Intent: <What is the instructional goal of the module> Flow: < Describe at a high level the overall flow of the module>. Key Terms: <List terms the instructor should be familiar with in order to teach this module> § <Term> § <Term> § <Term> § <Term>

Siebel 8.0 Essentials

Module 50: Creating Data Maps

Copyright © 2007, Oracle. All rights reserved.

Siebel 8.0 Essentials

Creating Data Maps

50.2 Each objective and “why you need to know” should be stated aloud.

Module Objectives
After completing this module you should be able to:
} Determine correct interface (EIM) tables and columns to use to import data into and delete data from Siebel base tables and columns } Document data mappings between EIM tables and Siebel base tables

Why you need to know:
} Enables you to construct a strategy for successfully importing data into and deleting data from the Siebel database

Copyright © 2007, Oracle. All rights reserved.

Siebel 8.0 Essentials

Creating Data Maps 50. It happens up front during the initial stages of the project. Which interface (EIM) table columns will be used to import from source to destination 1. Which Siebel base table columns will store external source data 2.3 Usually data mapping is a design activity.0 Essentials . Determine how to get there Interface (EIM) table Copyright © 2007. Oracle. All rights reserved. Decide where data ends up Source (external) Destination (base table) 2. Data Mapping The first step in using EIM to import external data is data mapping n Data mapping determines: n 1. Siebel 8. Here the focus is more on EIM to base table mappings rather than on external to Siebel database mappings.

.0 Essentials . you must analyze what the data represents. Entity and attribute are common terms used along with entity relationship diagrams (ERDs). M:M Decision Maker Name. Oracle. Sales Person Name..4 This is not specific to a Siebel implementation. All rights reserved.. Any time you are looking to move or migrate data. Siebel 8.Creating Data Maps 50... Source Data n Analyze external source data } Decide which attributes to store } Determine which entity the collection of attributes represents } Analyze relationships between entities Entity M:M Customer Name. Attribute Copyright © 2007..

Siebel 8. All rights reserved. Position. Relationships between business components and BC fields and base tables and columns can be examined easily in Siebel Tools. right-click. Siebel Destination n Analyze Siebel destination tables and columns } Start with applets and fields used. Party Business Components Siebel Tools Account. and relationships Table BC Account Position Contact Copyright © 2007. Oracle. The engineering teams at Siebel Systems have put significant effort into designing the database and most of the data mapping needs should be addressed. and Contact entities are personand organization-related. business components (BCs). Therefore. and choose View Details. Since the goal is to move data into the Siebel database.0 Essentials .Creating Data Maps 50. Select the business component object definition of interest in Tools’ Object List Editor. and work down to business layer } Use Siebel Tools to view tables and columns. Notice that the base table for each of the three depicted components is S_PARTY. one must understand what the Siebel database has to offer. which was defined in previous modules. The mapping of BC fields to database tables and columns will be graphically depicted.5 Students have practiced techniques for exploring the Siebel Data Model earlier in the course. their business components share the S_PARTY table.

Identify BC Fields 3. Identify and Verify Destination Tables and Columns 1. Provide a high level description of what will be discussed. Determine Destination Applet 2. Siebel 8. Oracle.Creating Data Maps 0/3 50.6 This is a structuring slide for <insert what will be discussed>. Map BC Field to Database Column Copyright © 2007.0 Essentials . Do not teach the steps or concepts here because the following slides cover them in detail. All rights reserved.

0 Essentials .7 1. Siebel 8. All rights reserved. Determine Destination Applet n Use the Siebel client to identify applets and controls where external data is to be displayed } Determine applet and business component names n Example: Verify mapping for Main Phone # field of an account } Data to appear in Account Entry Applet Applet name Desired destination applet BC Name Control to map Copyright © 2007. Oracle.Creating Data Maps 1/3 50.

All rights reserved.0 Essentials . Identify BC Fields n Use Siebel Tools to map the applet control to the BC field Locate control in Web Layout view Properties window displays field name Copyright © 2007.Creating Data Maps 2/3 50. Siebel 8.8 2. Oracle.

Map BC Field to Database Column n Examine BC field properties in Siebel Tools to determine which Siebel base table and column it maps to BC field being mapped Table and column Copyright © 2007. Siebel 8.Creating Data Maps 3/3 50.0 Essentials .9 3. Oracle. All rights reserved.

Siebel 8. external and internal.. in the Siebel database..Creating Data Maps 50. Copyright © 2007. Which external piece ends up where in the Siebel database? Map Source to Siebel Destination n Specify the source mapping to the Siebel destination } Identify business component mapped to external entity } Determine Siebel base tables and columns that will store source attributes BC External entity Table Account Customer Sales Person Position Attribute Name.0 Essentials . then you must bring the data together.10 Once you understand both sides. Oracle... Name. Contact Decision Maker Name.. All rights reserved..

Students will practice working with spreadsheets to document mappings in the lab.Creating Data Maps 50.0 Essentials . They must be documented. documenting mappings is critical. All rights reserved. therefore. Document Mappings n Document mappings between source and base so that everyone has a common understanding } EIM and configuration tasks are often performed by different people } Can reduce need to re-do tasks if team members leave the project Source Entity Customer Customer Source Attribute Name Phone Address EIM Table EIM Column Base Table S_ORG_EXT S_ORG_EXT S_ADDR_ORG S_ADDR_ORG S_ADDR_ORG Base Column NAME MAIN_PH_NUM ADDR CITY ZIPCODE Copyright © 2007.11 People may join or leave a team. Oracle. Siebel 8.

Creating Data Maps 50. Siebel 8. Make sure students understand what a base table is and how it will be used in the EIM process. determine and document EIM-to-base mappings Source Attribute Name Phone Address Source Entity Customer Customer EIM Table EIM Column Base Table S_ORG_EXT S_ORG_EXT S_ADDR_ORG S_ADDR_ORG S_ADDR_ORG Base Column NAME MAIN_PH_NUM ADDR CITY ZIPCODE Source ü Interface (EIM) How to get there? ü Destination ? Copyright © 2007. Oracle. then you need to identify the EIM tables that would expedite the process. All rights reserved. This is reversed when looking at the EIM Interface Tables report within Siebel Tools. Once you know where the data should reside in the Siebel base tables. How to Get There: Determine Interface Tables n After verifying and documenting the source-to-base mappings. Ensure that students do not get confused. Refer to the student note for a base table definition.0 Essentials . Notice that the spreadsheet lists the EIM column on the left and the base column on the right. Reference Base Table Siebel Tools Reference A base table is the destination table in the Siebel database for your data import.12 This is the focus of the module.

Creating Data Maps 50. Oracle. there may be several EIM tables to choose from. Siebel 8. Table Relationships An interface table may populate more than one base table n A base table may be populated by more than one interface table n EIM_ACCOUNT S_ORG_EXT EIM_ADDR_ORG S_ADDR_ORG Copyright © 2007.0 Essentials .13 The point of this slide is that depending on the target base table. All rights reserved.

All rights reserved. not _IF tables Copyright © 2007. Oracle. Siebel 8. The graphic adds EIM_ as additional query criteria.14 This slide shows a technique for finding the candidate or potential EIM tables that would populate a given base table. Locate EIM Tables n Locate candidate EIM tables using Siebel Tools } Example: Locate EIM tables that populate S_ORG_EXT Flat tab Query Result EIM tables that populate S_ORG_EXT Note: Use EIM_ tables. Stress to students that EIM_ tables must be used.Creating Data Maps 50.0 Essentials .

All rights reserved.0 Essentials . Oracle.15 Interface Table Documentation n Mappings from interface tables to base tables are documented by: } EIM Interface Table report available in Siebel Tools } EIM Table Mapping objects n Less convenient than using report Query for interface table and… …select Reports > EIM Interface Tables Copyright © 2007.Creating Data Maps 50. Siebel 8.

Oracle.16 Interface Table Documentation Continued n Table report documents EIM Table Mapping attributes Interface table report for EIM_ACCOUNT Copyright © 2007.Creating Data Maps 50. Siebel 8.0 Essentials . All rights reserved.

Creating Data Maps 50. Siebel 8.17 The best EIM table will be the one that allows you to populate the most data. Interface Table Documentation Continued n The EIM Interface Table report shows mapping from a single EIM table to one or more Siebel base tables } EIM column (source) to base table column (destination) mapping } Column attributes (user keys. having more targets or destinations than you need is an advantage. The graphic shows a modified screen capture of the EIM Interface Tables report generated in Siebel Tools and annotates how to read it. Therefore. You can use options to limit the target tables during the run. foreign key tables. required fields) EIM table name Base column EIM column Base table Base table Destination column attributes Copyright © 2007. Oracle.0 Essentials . Note: The graphic was modified in order to fit it on the slide. All rights reserved.

All rights reserved.Creating Data Maps 50.0 Essentials . Siebel 8. Oracle.18 Select EIM Table n Select the EIM table that best maps to the target base tables and columns } Pick the EIM table that maps the most columns that you need to migrate n Example: } EIM_ACCOUNT can be used to map Account-related Position data because it maps to the intersection table S_ACCNT_POSTN S_ACCNT_POSTN columns mapped by EIM_ACCOUNT Copyright © 2007.

Then you must also supply “required” columns whether you want to populate those targets or not. Required columns may be user keys or other columns. You want to determine which EIM columns map to your target columns.19 This is a positioning slide. Required means that the base table row will not be populated unless values are supplied in the EIM columns that map to the target columns. EIM to Base Mappings Determine EIM columns that populate target base columns n Determine other EIM required columns to populate the target base table n } Other columns may be required based on required fields in the base table EIM table Base table EIM column Base column Copyright © 2007. The subsequent slides will show examples.0 Essentials . Oracle.Creating Data Maps 50. All rights reserved. Siebel 8.

Oracle. but not always. but not always.20 Notice that the column name on EIM tables is often the same as the column name on the base table. Column Names Column names are often the same. All rights reserved. Determine EIM Columns n Determine which EIM column populates the target base column in Siebel Tools } Example: MAIN_PH_NUM on EIM_ACCOUNT populates MAIN_PH_NUM on S_ORG_EXT Base column EIM column Copyright © 2007.Creating Data Maps 50. Siebel 8.0 Essentials .

Determine EIM Columns Continued n Alternate method is to query Attribute Mappings in Siebel Tools to determine which EIM column populates the base column } Example: MAIN_PH_NUM on EIM_ACCOUNT populates MAIN_PH_NUM on S_ORG_EXT Use Flat tab to query Base table and column Query Result EIM table and column Copyright © 2007. All rights reserved. Oracle.Creating Data Maps 50.21 You can also determine mappings using Siebel Tools. Siebel 8. It may be quicker to search if you are not sure where to look in the documentation.0 Essentials .

Notice that even though a default is specified and implemented in the database as a database constraint. EIM does not recognize non-system default columns. non-system columns is to query for required columns with Type equals Data(Public). In Siebel Tools. Oracle.22 Using Siebel Tools to determine required columns is not as straightforward as referencing the documentation. you can query for the required non-system columns. Determine Base Required Columns n Determine required base table columns that do not have defaults (EIM does not recognize non-system default values) Query Column Result = required base columns Defaults not recognized by EIM Copyright © 2007. Siebel 8. Finding NonSystem Columns An alternative method of locating required. It is a two-step process. EIM preprocesses data and does not recognize the default values.0 Essentials . All rights reserved.Creating Data Maps 50.

populating it with the name of the organization. In the above example.0 Essentials . It was added to support performance for Oracle. WHERE PAR_PARTY_ID is NULL Oracle cannot use an indexed access path for option 2 because there are no index entries for NULL. Organizations. For example. Mapping Considerations n Understand how to enter organization data } Fill in _BU column with name of the organization } Leave _BI column blank n Populated with foreign key during import processing n Understand additional columns that must be populated for party business components } Use EIM Interface Table report to identify these } Examples: n n n PARTY_UID PARTY_TYPE_CD ROOT_PARTY_FLG Copyright © 2007. so ROOT_PARTY_FLG was added. for the EIM_ACCOUNT table.Creating Data Maps 50. Instead of using the _BI column.. the mapping to the S_ORG_EXT. Organizations. ROOT_PARTY_FLG ROOT_PARTY_FLG is for Oracle implementations only. use the corresponding _BU column. EIM resolves to the foreign key during import processing. and Access Groups as it applies only to these Party sub-types. A query to obtain top-level Positions. by default. It is set to 'N' for other party subtypes.BU_ID column is listed as ACCNT_BI. notice that for organization data. the documented mapping is to an EIM table column ending in “_BI” with datatype varchar (15). Siebel 8. or Access Groups can use either: 1.23 This is important: In the EIM Interface Tables report within Siebel Tools. All rights reserved. ROOT_PARTY_FLG is set to 'Y' for top-level Positions. “Default Organization”. Oracle. populating it with the name of the organization. WHERE ROOT_PARTY_FLG='Y' or 2. you would use the ACCNT_BU column on EIM_ACCOUNT.

All rights reserved.0 Essentials .24 Mapping Considerations Continued n Be aware of access control and data visibility issues } Set access control by: n n Importing ownership information. Siebel 8. data visibility will be incorrect n Example: } Import product information to Siebel database n n n Product visibility is determined by organization Map product and ownership information to EIM_PROD_INT (Product interface table) Be sure to map from EIM_PROD_INT to both S_PROD_INT (Internal product base table) and S_PROD_INT_BU (Product/BU intersection table) } Mapping documented in EIM Interface Table report Copyright © 2007. or Using assignment manager } If ownership is not set or is set incorrectly. Oracle.Creating Data Maps 50.

Module Highlights n Data mapping specifies: } Which base tables and columns will hold external data } Which interface tables and columns will be used by EIM during data movement n Steps to create data mappings for EIM: } Map external entities to Siebel business-layer objects } Use the Siebel Web Client to identify and verify mapping of external attributes to BC fields } Select the interface table used by the mapping } Use Siebel Tools’ EIM Interface Table report to perform column-tocolumn mappings between interface tables and base tables } Map all external attributes of interest plus required non-system columns n Data mappings should be clearly documented Copyright © 2007. Oracle.0 Essentials . which column will you populate on the EIM table? Answer: Fill in _BU column with name of the organization. Siebel 8. Leave the _BI column blank.Creating Data Maps 50. identify the entity that the collection of attributes represent and identify the relationship(s) between entities. All rights reserved.25 Review Question: When mapping organization-related data. Review Question: What is the first step in determining your data mapping? Answer: Analyze external source data and look at the attributes that need to be stored.

Siebel 8. Oracle.Creating Data Maps See lab instructions for details. All rights reserved.0 Essentials . 50.26 Lab n In the lab you will: } Map external solutions data to EIM tables and base tables } Map external product data to EIM tables and base tables Copyright © 2007.

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